Training wealth advisors to better help their clients with the challenges of money

New Book from Moira:

Advice that Sticks

How to Give Financial Advice that People will Follow

If your job involves giving financial counsel of any sort — accounting, investing, business planning, credit counselling — then you surely know how hard it can be for people to do the right things with their money. But did you know that part of the problem may lie with you, the advice-giver? Most financial professionals receive little to no training in how to deliver their advice effectively. As a result, much great advice goes unheeded, clients can’t reach their goals, and advisors have less-than-thriving practices. And that, as they say, is a bummer.